assess_investment_risk

Instructions

Implementation Reference

• src/analytics.ts:428-490 (handler)

  Core handler function implementing the investment risk assessment logic. Determines target type, evaluates specified risk categories using helper methods, calculates overall risk score, and provides recommendations.

  async assessInvestmentRisk(target: string, riskTypes: string[] = ['all']): Promise<any> {
    try {
      const riskAssessment = {
        target: target,
        assessment_date: new Date().toISOString(),
        risk_types_analyzed: riskTypes,
        overall_risk_score: 0,
        risk_breakdown: {},
        recommendations: []
      };
  
      // Try to determine if target is a company, sector, or portfolio
      let targetType = 'unknown';
      let targetData = null;
  
      try {
        targetData = await this.db.getCompanyBySymbol(target);
        targetType = 'company';
      } catch {
        try {
          targetData = await this.db.getCompaniesBySector(target);
          targetType = 'sector';
        } catch {
          // Assume it's a portfolio or custom target
          targetType = 'portfolio';
        }
      }
  
      // Initialize risk_breakdown as any to allow dynamic property assignment
      const riskBreakdown: any = {};
  
      // Assess different risk types
      if (riskTypes.includes('all') || riskTypes.includes('market_risk')) {
        riskBreakdown.market_risk = await this.assessMarketRisk(targetData, targetType);
      }
  
      if (riskTypes.includes('all') || riskTypes.includes('governance_risk')) {
        riskBreakdown.governance_risk = await this.assessGovernanceRisk(targetData, targetType);
      }
  
      if (riskTypes.includes('all') || riskTypes.includes('sector_risk')) {
        riskBreakdown.sector_risk = await this.assessSectorRisk(targetData, targetType);
      }
  
      if (riskTypes.includes('all') || riskTypes.includes('liquidity_risk')) {
        riskBreakdown.liquidity_risk = await this.assessLiquidityRisk(targetData, targetType);
      }
  
      if (riskTypes.includes('all') || riskTypes.includes('concentration_risk')) {
        riskBreakdown.concentration_risk = await this.assessConcentrationRisk(targetData, targetType);
      }
  
      riskAssessment.risk_breakdown = riskBreakdown;
  
      // Calculate overall risk score
      riskAssessment.overall_risk_score = this.calculateOverallRiskScore(riskAssessment.risk_breakdown);
      riskAssessment.recommendations = this.generateRiskRecommendations(riskAssessment.risk_breakdown);
  
      return riskAssessment;
    } catch (error) {
      throw new Error(`Risk assessment failed: ${error}`);
    }
  }

• src/index.ts:434-456 (registration)

  Tool registration in the list of available tools, including name, description, and detailed input schema definition.

  {
    name: 'assess_investment_risk',
    description: 'Comprehensive risk assessment for companies or sectors including market, governance, and operational risks',
    inputSchema: {
      type: 'object',
      properties: {
        target: {
          type: 'string',
          description: 'Company symbol, sector name, or portfolio of companies',
        },
        risk_types: {
          type: 'array',
          items: {
            type: 'string',
            enum: ['market_risk', 'governance_risk', 'sector_risk', 'liquidity_risk', 'concentration_risk', 'all'],
          },
          description: 'Types of risk to assess',
          default: ['all'],
        },
      },
      required: ['target'],
    },
  },

• src/index.ts:674-676 (handler)

  Tool dispatch handler in the main CallToolRequestSchema switch statement, which extracts arguments and delegates execution to the AnalyticsManager's assessInvestmentRisk method.

  case 'assess_investment_risk':
    result = await this.analytics.assessInvestmentRisk((args as any)?.target, (args as any)?.risk_types || ['all']);
    break;